Property Mapping - EDM Services - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

EDM Services

Platform
OnBase
Product
EDM Services
Release
Foundation 23.1
License
Standard
Essential
Premier

Property mapping is available for OLE documents, such as Excel or Word. You can use property mapping to automatically index a document using the document's properties (displayed when you right-click a document and select Properties). When you import a document, the document's properties will populate the Keyword Type fields to which they were mapped. Properties are mapped to Keyword Types during Document Type configuration.

Note:

Property mapping is only available in the OnBase client. Property mapping is not available when indexing a document from the Office Business Application modules.

To use property mapping, you must have Property-Based Indexing check box selected in Document Type Settings. Selecting this setting enables the Property Mapping button in the Keyword Type Selection dialog box, which is displayed when you add Keyword Types to a Document Type.

Note:

You do not need EDM Services to use property mapping.